Year-End Reflections
Why Now is the Perfect Time to Create Your Estate Plan As we approach the end of the year, many of us find ourselves slowing down and spending more time with friends and family. The holiday season naturally leads to conversations about what matters most – our loved ones, our goals, and how we want to provide for those we …
Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan does more than grow your net worth; it can improve your health, reduce stress, and even add vitality to your life. Let’s explore how. 1. Financial Planning Reduces Stress and Anxiety One of the most immediate and noticeable health benefits …
The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death of her husband. Naturally, these experiences leave us all a bit raw. So, when I saw these statistics, I was stopped in my tracks: 80% of men die married. 80% of women die single. And among those who live to …
2025 Fall Newsletter: Kansas City
As we round the corner into another fall season, I’m reminded of just how much change we continue to see in the world around us, from economic shifts, geopolitical uncertainties, political movements, market dynamics, and more. It’s a very unique time, and for many retirees or those preparing for retirement, that dynamism can feel like instability. But alongside this movement …
Team Corner: Farewell Fall Festival
FAREWELL FALL FESTIVAL We want to extend our heartfelt thanks for your continued trust and support. Over the years, our annual Fall Festival has been a highlight for us—a chance to connect, celebrate, support worthy causes and for us to show our appreciation for wonderful clients like you. After much consideration, we’ve made the decision to retire the Fall Festival …
Team Corner: Exciting News!
EXCITING NEWS FROM OUR TEAM! We’re thrilled to share some joyful news— Tyler & Hannah Moison are expecting a baby late November! This is a very special time for them, and we couldn’t be happier for their growing family. We know many of you have worked closely with Tyler and will join us in sending best wishes during this exciting …
Briefcase Study: Is Status-Chasing Affecting Your Retirement?
Have you ever stopped to reflect on how much status influences your decisions? In professional life, it’s easy to see – titles like supervisor, director, or CEO make it clear who sits where in the hierarchy. But status doesn’t just live in the office. It quietly shapes the cars we drive, the neighborhoods we choose, the vacations we take, and …
Back to the Basics: Is Retirement Still All-Inclusive?
Not Exactly – But It Can Be Well-Planned Who doesn’t love the ease of an all-inclusive vacation? You choose your destination, book your excursions, pack your bags, and when you arrive – voilà! Everything is already planned, paid for, and ready to enjoy. No surprises, no extra decisions. Just follow the plan and relax. Wouldn’t it be nice if retirement …
2025 Summer Newsletter: Kansas City
Summer, Status, and Social Security At a time when so much in the world feels potentially game-changing – whether political, financial, or societal – I find myself increasingly drawn to the small, grounding joys of everyday life. A long walk brings more comfort than ever. A calm evening spent with friends outdoors reminds me what matters most. And a well-prepared …
Harvesters Update
We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food in-se-cu-ri-ty – the condition of not having access to sufficient food, or food of an adequate quality, to meet one’s basic needs. We split up into 2 groups. Group 1 put together 340 cases of food items for the elderly …
